Client-Focused Financial Consultant

As a Client-Focused Financial Consultant, you will collaborate with clients to craft tailored financial strategies that align with their long-term aspirations such as retirement, wealth accumulation, and estate planning. This role empowers you to build and expand your practice with the support of a dedicated team while maintaining adherence to regulatory standards and company policies. We prioritize relationship development, continuous professional growth, and positively influencing our communities.

Why Consider This Opportunity?

If you're contemplating a professional transformation, a career as a financial consultant may be the perfect fit. You will engage closely with clients to assist them in realizing their financial goals, including retirement planning, wealth creation, and educational funding. With our organization, you will have the opportunity to develop your practice, enhanced by the resources and knowledge derived from a century of industry experience.

Our consultants are key contributors to our success, and we cherish the diverse experiences they bring. We foster an inclusive work environment that values different perspectives. As a financial consultant, you will lead your branch team to better serve clients while driving the firm's mission forward. Your ability to comprehend clients' needs deeply will facilitate trust and help clients remain aligned with their goals.

Support You'll Receive :

• Comprehensive paid training to become registered and learn the ropes of the financial consulting profession.
• A salary for the first five years to help you establish your practice.
• A fully equipped branch office in your community.
• Support from your branch team to ease your workload, allowing you to concentrate on client engagement.
• A protective network extended from your branch to home office, ensuring you never navigate this journey alone.

Additional Benefits Include :

Key Responsibilities :

Your compensation and commissions will evolve as your asset management skills develop over the first five years, when your base salary will decrease accordingly.

Benefits Overview :

Our compensation and benefits package offers medical, dental and vision insurance, voluntary benefits (including accident and critical illness insurance), disability coverage, and life insurance at no cost to financial consultants. We also provide a 401k retirement plan, health savings accounts, and flexible spending accounts. Consultants enjoy flexible scheduling, with eligibility for paid sick leave and paid time off. Located in your community, you can also qualify for bonuses, profit sharing, medical leave, and participation in the Travel Award Program.

Compensation Range :

To support your business-building journey, we offer a new financial consultant compensation program inclusive of trainee pay, a supplemental salary for up to five years, commissions, and compensation for assets acquired during the first five years.

Skills & Requirements :

Can You Envision Yourself :

Qualifications :

Licensing :

If you're ready to take on a fulfilling role that allows you to make a difference, we welcome you to apply.